Method:Classic General Q&A

Re: How to filter items available to a user

Method_Jason — Tue, 05 Mar 2013 18:17:48 GMT

I see what you mean. I don't believe there is a simple way to do this. I did some testing and found a way to work around it though. You can create a new field in the Item table used specifically for this filter, a Yes/No field would work. In the new field, set all of the records that have the inventory type "Service" or the asset account containing the word "Edmond" to Yes and filter the items by this field. Let me know if this works for you.

- Jason

Re: How to filter items available to a user

Formation QB — Tue, 05 Mar 2013 16:21:10 GMT

Thanks Jason for this pointer.

I am not too sure what to type in the Value field. If I type as you suggest "Inventory, Service" then the user will see all Inventory items and all Service items? But I want them to see ALL Service items and only CERTAIN Invetory items. How does Method know to filter on the Item type in this field ?

Re: How to filter items available to a user

Method_Jason — Tue, 05 Mar 2013 15:04:47 GMT

Hi Formation QB,

Great question! I think I found a solution for you. Try loading your filter values into a shared result first. Use the action Assign Value To Shared Result within the event OnScreenLoad (found in the Advanced Screen Properties). Type your values into the shared result seperated by a comma, in this case - Inventory, Service. Now go back to the dropdown filters in the grid. This time filter by Build Selection List and get the value from the shared result that you just created. I hope this works for you!

- Jason

How to filter items available to a user

Formation QB — Mon, 04 Mar 2013 23:43:07 GMT

I have been able to filter the items available to a specific user by using the Filter option in Advanced Properties of the Grid Wizard for "SalesOrderLine". The filter I applied was for any Inventory item linked to the Asset Account containing a certain word. That works well.

But I would also like that user to be able to see certain Service items. If I add another Filter it considers the relationship between the filters to be AND. Is there any way that I could specify OR as the relationship? As in : All items that have AssetAccount containing "Edmond" OR All Service items. In this way the user would see specific Inventory Items and All Service items.

Thanks !